💡 Key Analysis Summary
SCHD: Tracks the Dow Jones U.S. Dividend 100 Index, focusing on high-quality U.S. companies with at least 10 consecutive years of dividend payments and strong fundamental metrics.
⏳ SCHD 장기 타임머신 실측 리포트
- 폭락장 인내의 보상: 보유 기간 중 최대 -22.4%의 하락(MDD)을 겪었으나, 장기 보유 시 연복리 13.42%의 수익률로 회복·돌파했습니다.
- 환율 및 최대 기간(MAX): 2016-11 이후 환율 변동은 현지 통화 수익률에 +0.0% 기여했으며, 최장 기간(15.1년 전) 투자 시 $67,792까지 성장했습니다.
❓ Frequently Asked Questions (FAQ)
Q. How much would $10,000 invested in SCHD 10 years ago be worth today?
Factoring in actual historical prices, dividend reinvestment (DRIP), and FX rates, $10,000 grew to $35,225 ($35,225), a +252.3% total return (13.42% CAGR).
Q. How did currency exchange rates affect the return?
FX movements since 2016-11 contributed +0.0% to the local currency return.
Q. What was the worst drawdown (MDD) over 10 years?
The maximum peak-to-trough drawdown during the 10-year holding period was -22.4%.
Q. What if I invested at the earliest available date (MAX 15.1Y ago)?
Investing $10,000 15.1 years ago (2011-10) would be worth $67,792 today.